See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,653 | $73,787+279.0% | $98,716+183.3% | $82,448+239.2% |
| Participation rate | 46.7% | 61.4%-14.7pp | 69.3%-22.6pp | 68.1%-21.4pp |
| Annual return | 10.16% | 18.57%-8.4pp | 31.81%-21.6pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,428 | $3,081-53.7% | $4,048-64.7% | $4,139-65.5% |
| Admin fee / account holder | $30,654 | $6,500+371.6% | $8,703+252.2% | $7,234+323.7% |